Gregory Defelice
Defelice Capital Management · Brentwood, Tennessee
Gregory Defelice is a fee-only financial advisor at Defelice Capital Management in Brentwood, Tennessee. Defelice Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Defelice Capital Management |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $65.0M across 46 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4549660 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gregory's firm compares
- Defelice Capital Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Gregory
Is Gregory Defelice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Defelice Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Defelice Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Defelice based?
Gregory Defelice is based in Brentwood, Tennessee.
Is Gregory Defelice registered with the SEC?
Yes. Gregory Defelice is registered as an investment adviser representative in TN (CRD 4549660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Defelice Capital Management manage?
Defelice Capital Management reports $65.0M across 46 accounts in assets under management.
How do I contact Gregory Defelice?
Contact details aren't on file yet. Search for Defelice Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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